Fidelity Prime Financing
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 299736
- Registered since
- July 23, 2019
- Website
- prime.fidelity.com
Firm profile
FINTRXOverview
Fidelity Prime Financing is organized as a limited liability company and is recorded in FINTRX as an SEC-registered adviser since 2019. Ownership is listed as a mix of a domestic entity and an individual. The firm's classification in the dataset is "unclassified," and FINTRX does not list it as a capital allocator, pension consultant, related adviser, or an active ESG investor. FINTRX provides no further detail about the firm's advisory activities, client types, fee structure, or specific business lines. The platform also indicates that the firm has not supplied information on its activities or affiliations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Charlie George
Chief AML OfficerCRD 3078024

Noah Rhodes
CFOCRD 6546392

Adrienne Kosta
Deputy Chief Operating OfficerCRD 5063159
Contacts
3 of 70Jared Kovach
Vice President, Product DevelopmentCRD 6854013

Stephen Gaudet
Vice PresidentCRD 6223835

Morgan Tivnan
Senior AnalystCRD 7247783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 155 Seaport Blvd
- Time zone
- ET (UTC-5)
- Office locations
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